An adjsutement line is created automatically
The 'Finances' module is based on the breakdown of your projects into phases and sub-phases, allowing you to structure financial aspects in a schedule. This enables you to define the budget type for each phase and sub-phase: fixed, percentage-based, or time and materials.
When you edit the total budget of a project, the schedule is automatically updated, and two events occur:
- Unbilled phases of the 'percentage' type are updated with the new amount.
'Adjustment' lines are added with the adjusted amount for already invoiced phases.
You can select all these lines to invoice them at once.
Simply select the phase(s) or sub-phase(s) to be invoiced along with the adjustment lines and click on the 'Invoice Selection' button at the top right of the screen.
Useful tips: You have the option to download your invoices created from Pluriell to send them manually by clicking the 'send manually' button. The status of the invoice will be updated to 'Sent' in Pluriell.